Unclaimed Profile

Andrea Beth Kosoy

STERLING INVESTMENT MANAGEMENT, LLC·WEST PALM BEACH, Florida

Clean recordSTERLING INVESTMENT MANAGEMENT, LLC

302 DATURA STREET, WEST PALM BEACH, FL 33401-5481CRD# 6440547Firm CRD# 174707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Beth Kosoy · WEST PALM BEACH, FL

Registration

CRD #6440547 · STERLING INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrea Beth Kosoy is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with STERLING INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STERLING INVESTMENT MANAGEMENT, LLC

STERLING INVESTMENT MANAGEMENT

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STERLING INVESTMENT MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 6440547

Firm CRD# 174707

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrea Beth Kosoy offer?

Andrea Beth Kosoy specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Andrea Beth Kosoy's credentials?

Andrea Beth Kosoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Beth Kosoy located?

Andrea Beth Kosoy is based in WEST PALM BEACH, Florida, working with STERLING INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Andrea Beth Kosoy charge for services?

Andrea Beth Kosoy's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERLING INVESTMENT MANAGEMENT, LLC?

STERLING INVESTMENT MANAGEMENT, LLC has approximately 46 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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